How do you define style? When it comes to mutual fund investing, this is no idle question. After all, every advisor looks at the world of mutual funds and analyzes them by their stated investment styles growth, value, whatever. The trouble is...
If you hold a Series 7 and you offer clients mutual funds for their retirement accounts, are you brokering a transaction or are you offering ongoing financial advice? The answer could be in the gray: You may think you are acting as a registered...
Just looking at the volume numbers for the CBOE's broad-based index options tells the story: through June, total index volume was up 42% compared to the first half of 2002 at the CBOE, making indexes the exchange's fastest growing product. Now...
A recent Fidelity Investments survey says clients still find portfolio performance to be the most important aspect of the client-advisor relationship. What can advisors do about this?
High-profile trusts and estates lawyer Jonathan Blattmachr is famous for his clever use of trusts, family limited partnerships and sophisticated insurance plans to reduce inheritance and gift taxes. But last summer a particular insurance tactic...